Description
Board Intelligence is a technology and advisory firm that supercharges boards with the science of board effectiveness. We build better businesses and benefit society.
Through a suite of AI-powered software tools, evaluation frameworks, and advisory services that distil twenty years of boardroom experience, we improve the efficiency of board processes and the effectiveness of boards.
We work with over 80,000 leaders and 3,000 organisations across the world, with clients across the Fortune 500, FTSE 100, and OMX 30. In 2024 we received substantial backing from K1 Investment Management – the leading B2B Enterprise SaaS investors. We are at the beginning of significant growth, and we’re looking for superb talent to join us on this journey.
As we grow, we’re fiercely protective of our culture and values. Many of us, including our founders, have families and other priorities, so we know the value of a supportive company.
The team is diverse and friendly. We value fun: most days you’ll find a social event or learning opportunity to get involved with, including company socials, away days, and philanthropic activities.
Our Mission
We unleash the potential of organisations through the science of board effectiveness, building better businesses and benefiting society.
Role Overview
The Data & Revenue Operations (D&R) team enables high performance across our Go-To-Market functions — Sales, Marketing, and Customer Success — as well as Finance. We do this by delivering data, insights, and technical solutions that optimise revenue-generating processes, underpinned by a fully adopted commercial tech stack with Salesforce at its centre.
We are looking for a RevOps Systems Manager to join the D&R team at Board Intelligence. This is a player-coach role suited to someone who combines strong technical capability with the confidence to translate complex business needs into scalable solutions — and the stakeholder management skills to bring others along with them.
You will be the primary owner of our Salesforce environment and the integrations that connect it to the broader commercial tech stack. You will work closely with GTM leaders, operational counterparts, and external partners to ensure our systems are reliable, well-governed, and continuously improving. There is genuine scope for this role to grow, including the opportunity to lead a junior team member as the function expands.
Requirements
Salesforce Ownership & Development
- Own the configuration, development, and ongoing maintenance of Salesforce Sales and Service Clouds, including custom objects, flows, validation rules, and process automations
- Ensure Salesforce remains the reliable system of record for commercial activity — managing data quality, governance, and hygiene across the platform
- Stay current with Salesforce releases and emerging functionality, making proactive recommendations for improvement
Integrations & Tech Stack Architecture
- Own the integration strategy connecting Salesforce to the wider commercial tech stack — including 6sense, HubSpot, Gong/Gong Engage, Pendo, Planhat, and LinkedIn Sales Navigator
- Document and maintain data flows, integration logic, and system interdependencies to ensure a coherent, well-architected stack
- Lead procurement and rollout of new tooling, including vendor evaluation, integration planning, and change management
Stakeholder Management & Requirements Translation
- Partner with GTM stakeholders — Sales, Marketing, Customer Success, and Finance — to understand business needs and translate them into clear, scalable technical solutions
- Act as the bridge between commercial teams and technical execution, ensuring solutions are fit for purpose and well embedded
- Manage upwards effectively, communicating progress, risks, and priorities to senior stakeholders including the ELT
Process Design & Documentation
- Design and implement scalable workflows, automations, and operating processes across the tech stack
- Maintain clear, accessible documentation for all systems, integrations, and processes — enabling adoption and reducing key-person dependency
- Identify and address process gaps that affect data quality, reporting accuracy, or team efficiency
GTM Tooling Enablement & Training
- Drive adoption of commercial tools across GTM teams through structured onboarding, training materials, and ongoing support
- Champion a culture of system hygiene and process adherence across Sales, Marketing, and Customer Success
- Support end users in getting maximum value from the tools available to them
Person Specification
Technical Skills & Experience
- 3–5 years of experience in a RevOps, Salesforce Admin, or CRM systems management role
- Strong hands-on Salesforce expertise: Sales Cloud is essential; Service Cloud experience is highly desirable
- Proven experience integrating Salesforce with third-party tools and managing the data flows between systems
- Practical experience with at least two of the following platforms: Gong/Gong Engage, HubSpot, 6sense, Pendo, Planhat, LinkedIn Sales Navigator
- Comfortable working with data — identifying quality issues, designing governance frameworks, and building or contributing to reporting
- Familiarity with CPQ concepts or tooling is a plus
Stakeholder & Communication Skills
- Ability to translate ambiguous business requirements into structured, deliverable technical solutions
- Strong written and verbal communication skills — able to present to senior stakeholders clearly and confidently
- Collaborative working style with a genuine interest in understanding the commercial context behind requests
Ways of Working
- Curious and proactive — you stay ahead of tooling developments and bring ideas to the table
- Comfortable operating independently and managing your own priorities across multiple concurrent workstreams
- Structured and process-oriented — you document what you build and build what you document
- Driven by outcomes, not just activity — you care about whether the systems you manage actually help the business perform better
Nice to Have
- Experience in a B2B SaaS business, ideally in a scaling environment
- Exposure to NetSuite or other finance systems, particularly in the context of Salesforce integration
- Salesforce Administrator certification (ADM201 or equivalent)
- Experience with Agentforce or Einstein AI products
Benefits
We pride ourselves on our great working environment and package. Here’s some of what’s on offer:
- Pension scheme
- Personal performance bonus
- 26 days holiday each calendar year
- Bupa health & dental cover
- Group life assurance
- EAP
- Cycle to work scheme
How To Apply
If this sounds like the right fit, we'd love to hear from you. Apply via our careers page at boardintelligence.com/careers. If you have questions or don't see a current listing, reach out to people@boardintelligence.com.
We recruit quickly and without bureaucracy. If you're the right person, we'll make it easy to find out.
